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Current Employers
The Ameriflex Group

8475 W. Sunset Road, Suite 101, Las Vegas, NV 89113 • United States

Current Registrations

AuthorityCategoryStatusDate
MT RA APPROVED 2022-09-16
TX RA APPROVED 2021-01-02
CA RA APPROVED 2020-05-01
  • MT RA
    APPROVED
    Since 2022-09-16
  • TX RA
    APPROVED
    Since 2021-01-02
  • CA RA
    APPROVED
    Since 2020-05-01

Branch Locations

8475 W. Sunset Road, Suite 101, Las Vegas, NV 89113 • United States

2008 21St Street, Suite 100, Bakersfield, CA 93301 • United States

325 Central Avenue Unit C, Whitefish, MT 59937 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Liberty Partners Financial Services Bakersfield CA 02/2007 05/2017
Sagepoint Financial, Inc. Bakersfield CA 05/2017 09/2023
The Ameriflex Group, Inc. Bakersfield CA 05/2020 Present
Osaic Wealth, Inc. Bakersfield CA 09/2023 06/2025
Cambridge Investment Research, Inc. Fairfield IA 06/2025 Present
  • 02/2007 → 05/2017
    Liberty Partners Financial Services
    Bakersfield, CA
  • 05/2017 → 09/2023
    Sagepoint Financial, Inc.
    Bakersfield, CA
  • 05/2020 → Present
    The Ameriflex Group, Inc.
    Bakersfield, CA
  • 09/2023 → 06/2025
    Osaic Wealth, Inc.
    Bakersfield, CA
  • 06/2025 → Present
    Cambridge Investment Research, Inc.
    Fairfield, IA
Previous Registrations
  • 2017-05-23 → 2022-01-03
    Osaic Services, Inc.
    Bakersfield, CA
    Bakersfield, CA
    Santa Barbara, CA
    Visalia, CA
    Whitefish, MT
  • 2009-06-24 → 2017-05-25
    Raleigh, NC
    Bakersfield, CA
Other Businesses

1. BOXMATCH LOGISTICS, INC., 460 W 50 N, Floor 5, Salt Lake City UT 84101, United States, 10/07/2022, Owner, Travel/Transportation Services, NIR, 5 HR/MO - 1 HR/MO TRADING 2. LOCKHART INVESTMENTS, 2008 21st Street, Suite 200, Bakersfield CA 93301, United States, 12/01/2012, Owner, Real Estate, NIR, 10 HR/MO - 0 HR/MO TRADING 3. RYLAN ROZELL FINANCIAL GROUP, INC. DBA ROZELL INSURANCE SOLUTIONS, 2008 21st Street, Suite 100, Bakersfield CA 93301, United States, 08/06/2021, Owner, Insurance/Benefits/Human Resources, NIR, 5 HR/MO - 5 HR/MO TRADING 4. WEBMARK, LLC, 2008 21st Street, Suite 200, Bakersfield CA 93301, United States, 08/01/2021, Owner, Marketing, NIR, 0 HR/MO - 0 HR/MO TRADING 5. THE AMERIFLEX GROUP, 8485 W. Sunset Road, Suite 204, Last Vegas NV 89113, United States, 08/01/2019, Investor, RIA Affiliation - other than CIRA, NIR, 0 HR/MO - 0 HR/MO TRADING 6. BLISTON HERITAGE, LLC, 3559 Hwy 93N, Kalispell MT 59901, United States, 09/23/2024, Owner, Real Estate, NIR, 5 HR/MO - 0 HR/MO TRADING 7. PERFECT FIT MONTANA, LLC, 3569 Hwy 93N, Kalispell MT 59901, United States, 03/25/2025, Owner, Construction/Labor, NIR, 3 HR/MO - 0 HR/MO TRADING

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-07-14
  • S66 Uniform Combined State Law Examination
    2008-07-14
Designations

View on SEC IAPD

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